Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,005 | $107,363-86.0% | $92,909-83.8% | $152,897-90.2% |
| Participation rate | 82.4% | 79.8%+2.6pp | 76.0%+6.3pp | 82.5%-0.1pp |
| Annual return | 10.92% | 145.63%-134.7pp | 109.44%-98.5pp | 345.43%-334.5pp |
| Employer contribution / active EE | $2,256 | $4,222-46.6% | $3,653-38.3% | $4,764-52.6% |
| Participant deferral / active EE | $5,842 | $4,848+20.5% | $4,238+37.8% | $5,851-0.2% |
| Admin fee / account holder | $151 | $7,082-97.9% | $5,795-97.4% | $11,599-98.7% |